The Private Client Reserve of U.S. Bank
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The Private Client Reserve of U.S. Bank Employees
The Private Client Reserve of U.S. Bank August 2014 - Present
Nothing But Green July 2012 - August 2014
Brett Sports and Entertainment Inc. (Tri-Cities Dust Devils - minor league baseball) May 2012 - August 2012
Vinaceus LLC / Fidelitas Wines (premium winery) 2006 - 2012
Skills
Sports, Leadership, Corporate Finance, Microsoft Excel, Entrepreneurship, Investments, Financial Modeling, Golf, Personal Finance, Financial Analysis, Sponsorship, DCF Valuation, Customer Service, Comparable Analysis, VBA
Education
University of Portland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
The Private Client Reserve of U.S. Bank April 2001 - Present
US Bancorp Piper June 2000 - March 2001
U.S. Bank January 1989 - June 2000
Best Buy 1984 - 1989
Skills
Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Asset Management, Investments, Private Banking, Banking, Securities, Wealth Management..., Mutual Funds, Loans, Customer Service, Retirement Planning, Equities, Asset Managment, FactSet, SEI Trust 3000
Education
Hamline University 1984 — 1988
Bachelor of Arts (B.A.), Business Administration/Economics
US Bank September 2006 - Present
The Private Client Reserve of U.S. Bank September 2006 - Present
Telic, Corporation March 2006 - May 2006
Scott Air Force Base March 2006 - April 2006
Thompson Coburn, LLP July 2000 - June 2005
St. Ambrose Catholic Elementary School July 1998 - July 2000
Skills
High Net Worth..., Trust Services, Wealth Management, Banking, Estate Planning, Litigation, Trusts, Nonprofits, Intellectual Property, Wealth, Estate Administration, Legal Research
Education
St. Louis University School of Law 2002 — 2006
J.D., Law
Southern Illinois University 1996 — 1998
Bachelor of Arts, English
Illinois Wesleyan University 1992 — 1996
Bachelor of Arts, History
The Private Client Reserve of US Bank October 2015 - Present
The Commerce Trust Company January 2015 - September 2015
The Commerce Trust Company November 2011 - December 2014
The Commerce Trust Company March 2008 - November 2011
Blue Ridge Bank & Trust Co. March 2006 - March 2008
Commerce Bank August 2003 - March 2006
Skills
Wealth Management, Personal Financial..., Portfolio Management, Retirement Planning, Asset Allocation, Trust Services, Investments, Investment Strategies, Investment Management, Strategic Financial..., Mutual Funds, Asset Management, Estate Planning, Investment Advisory, Financial Planning
Education
University of Missouri-Kansas City 2007 — 2010
Master of Business Administration (M.B.A.), Finance, General
Benedictine College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Mullen High School
The Private Client Reserve of U.S. Bank June 2014 - Present
Coyote Logistics August 2010 - June 2014
Denison University Athletic Department October 2008 - May 2010
rEvolution May 2009 - August 2009
Green to Tee Golf Academy October 2004 - April 2008
Skills
Marketing, Management, Sponsorship, Social Media, Sales, CRM, Analytics
Education
Denison University 2006 — 2010
Bachelor of Arts, Economics, Communication
New Trier High School 2002 — 2006
Mechanics Bank Wealth Management December 2013 - Present
San Francisco State University September 1999 - Present
The Private Client Reserve of U.S. Bank October 2012 - November 2013
The Private Client Reserve of U.S. Bank February 2011 - October 2012
San Francisco Community Court January 2009 - April 2011
Pillsbury Winthrop Shaw Pittman LLP June 2004 - February 2011
Baker Instititute for Children with Hearing Loss 2008 - July 2010
San Francisco Paralegal Association 1995 - 2008
Cooley LLP January 1996 - June 2004
Hanson Bridgett Marcus Vlahos and Rudy, LLP June 1994 - December 1995
Skills
Estate Planning, Tax, Investments, Non-profits, Strategic Planning, Trusts, Financial Planning, Probate, Nonprofits, Strategic Financial..., Financial Services, Mergers & Acquisitions, Corporate Law, Corporate Governance, Litigation, Management, Private Equity, Legal Research, Intellectual Property, Securities, Due Diligence, Legal Assistance, Venture Capital
Education
The George Washington University
The Private Client Reserve of U.S. Bank October 2012 - Present
U.S. Bank July 2005 - October 2012
U.S. Bank May 2004 - July 2005
Beneficial / Household Finance June 2002 - May 2004
Philips Enterprises May 1998 - June 2002
Skills
Banking, Credit, Loans, Portfolio Management, Compliance, Analysis, Risk, Customer Relations, Asset, Customer Service, Real Estate, Mortgage, Mortgage Lending, Commercial Banking, Investments, Risk Management, Financial Risk, Financial Services, Finance
Education
William Woods University 2004 — 2005
MBA
University of Missouri-Columbia 1996 — 2001
BSBA, Managment
PNC Wealth Management August 2014 - Present
The Private Client Reserve of US Bank February 2013 - September 2013
Northern Trust Company 1999 - 2013
SunTrust Bank August 1994 - September 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, High Net Worth..., Superior Client Service, Wealth Management, Investment Analysis, Sales Presentations, Foundations, Endowments, Bloomberg, Investment Management, Hedge Funds, Private Equity, Equity Valuation, Fixed Income Portfolio..., New Business Development, Financial Analysis, Reuters, Mutual Funds, Valuation
Education
Stetson University 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
Lenoir-Rhyne University 1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Florida Graduate Trust School, University of South Florida, Tampa 1997 — 1997
Florida Trust School, University of South Florida, Tampa 1995 — 1996
The Private Client Reserve of U.S. Bank July 2012 - Present
U.S. Bank June 2008 - July 2012
RBC Capital Markets March 2008 - June 2008
Farmers Insurance July 2007 - February 2008
U.S. Bank Corporate Trust August 2006 - February 2007
Skills
Bonds, Loans, Financial Analysis, Loan Origination, Finance, Insurance, Investments, Mortgage Banking, Risk Management, Strategic Financial..., Life Insurance, Refinance, Retirement Planning, Residential Mortgages, Fixed Annuities, Financial Planning
Education
St. John's University 2002 — 2006
Bachelor of Arts (BA), Finance and Economics
The Private Client Reserve of U.S. Bank April 2015 - Present
U.S. Trust Bank of America Private Wealth Management November 2009 - March 2015
Wills for Heroes 2010 - 2014
Wills for Heroes 2010 - 2014
Schmitz & Schmidt, PA January 2009 - May 2009
Fleishman-Hillard Inc May 2005 - November 2005
Texas Farm Bureau August 2003 - December 2003
Skills
Trusts, Editing, Legal Writing, Legal Research, Wills, Nonprofits, Legal Assistance
Education
Hamline University School of Law 2006 — 2009
Juris Doctor
Baylor University 2001 — 2005
Bachelor of Arts, Journalism; Public Relations; Internationalism
MassMutual Financial Group Arizona January 2014 - Present
The Private Client Reserve of U.S. Bank March 2010 - December 2013
Mass Mutual Financial Group December 2007 - April 2009
Allstate Financial June 2006 - December 2007
Allstate Financial February 2004 - May 2006
Bank One June 2002 - January 2004
Skills
Wealth Management, Investments, Insurance, Fixed Annuities, Retirement, Sales, Series 7, Financial Advisory, Life Insurance, Management, Series 63, Mutual Funds, Investment Management, Wealth, Business Development, Series 6, Asset Allocation, High Net Worth..., Private Banking, Sales Operations
Education
Northern Illinois University 1996 — 1997
BS, Marketing
Northern Illinois University 1994 — 1997
Bachelor of Science (B.S.), Marketing
Oregon Ballet Theatre June 2015 - Present
The Private Client Reserve of U.S. Bank April 2014 - Present
US Bank May 2012 - April 2014
Carraro Consulting June 2010 - April 2012
Ameriprise Financial Services, Inc. 2009 - 2010
Planar Systems 2008 - 2008
International Risk Consultants 2001 - 2008
Xerox Corporation 2000 - 2001
Tektronix 1997 - 2001
Bank of America 1990 - 1997
Skills
Banking, Financial Analysis, Risk Management, Strategic Planning, Budgets, Business Strategy, Business Development, Project Management, Negotiation, New Business Development, Team Building, Public Speaking, Business Planning, Customer Service, Program Management, Analysis, Team Leadership, Managerial Finance, Sales Management, Market Research, Finance, Loans, Credit, Marketing, International Trade, Entrepreneurship, Coaching, Trade Finance, Financial Modeling
Education
Cornell University 1982 — 1984
MS, Agricultural Economics
University of Illinois at Urbana-Champaign
BS, Business Management
The Private Client Reserve of U.S. Bank May 2014 - Present
Morgan Stanley May 2009 - April 2014
Cantor Fitzgerald February 2008 - May 2009
JPMorgan Chase May 2007 - February 2008
People's Choice Home Loan January 2006 - April 2007
Washington Mutual October 2005 - February 2006
Accredited Home Lenders December 2003 - October 2005
Skills
Alternative Investments, Asset Management, Financial Services, Fund Of Funds, Investment Management, Marketing, Mutual Funds, Wealth Management, Strategic Planning, Mortgage Lending, Sales, FINRA, CRM, B2B, Finance
Education
University of Connecticut 2000 — 2003
B.A.
The Private Client Reserve of U.S. Bank 2006 - Present
UBS 2002 - 2005
Wachovia 2000 - 2002
J.C. Bradford 1993 - 2000
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Wealth Management..., Bonds, Fixed Income, Asset Managment, Investment Strategies, Private Banking, Strategic Financial..., Separately Managed..., Investment Management, Certified Financial..., High Net Worth..., Trust Services, Strategic Planning, Relationship Management, Cash Management, Family Office, ETFs, Wealth, Mutual Funds, Risk Management
Education
Penn State University 1983 — 1987
BS, Economics
The Private Client Reserve of U.S. Bank October 2013 - Present
KeyBank October 2011 - October 2013
Bank of America Merrill Lynch December 2009 - October 2011
Charles Schwab 2007 - December 2010
Fidelity Investments December 2006 - December 2007
Fidelity Investments June 1999 - December 2006
UNION CENTRAL INS. AND INVESTMENTS October 1997 - June 1999
Fifth Third Bank July 1996 - October 1997
Skills
Account Management, Performance Management, Benefits Administration, Practice Management, Financial Services, Leadership, Succession Planning, Series 63, Series 7, 401k, Mutual Funds, Retirement Planning, Securities, Wealth Management, Portfolio Management, Cash Management, Investment Advisory, Finance, Retirement, Investments, Financial Planning
Education
Northern Kentucky University 2001 — 2005
MBA, Master, Business Administration
University of Kentucky 1992 — 1996
BBA, Business Management
The Private Client Reserve of U.S. Bank November 2009 - Present
The Private Client Reserve of U.S. Bank February 2004 - November 2009
Skills
Certified Financial..., Wealth Management, Loans, Credit, Banking, Commercial Banking, Investments, Private Banking, Consumer Lending, Retirement Planning, Financial Analysis, Lines Of Credit, Strategic Financial..., Asset Allocation, Financial Services, Financial Planning
Education
University of Missouri-Columbia 1993 — 1997
Bachelor of Science (BS), Personal Finance
Vanderbilt-Ingram Cancer Center 2005 - Present
Wells Fargo Private Bank June 2013 - September 2014
The Private Client Reserve of US Bank August 2008 - May 2013
Bank of America 2001 - 2006
Bank of America 1987 - 2006
Skills
Wealth Management, Investments, Banking, Financial Services, Finance, Wealth, Wealth Management..., Asset Management, Strategic Financial..., Retirement Planning, Financial Analysis, Financial Advisory, Fixed-income Strategies, Risk Management, Strategic Planning, Multi-generational..., Relationship Management, Asset Allocation, Securities, Loans, Financial Planning, Mortgage Lending
Education
Southern Methodist University - Cox School of Business 1984 — 1986
MBA, Finance, Marketing, 3.50
Vanderbilt University 1976 — 1980
BS, Economics, 3.80
The Private Client Reserve of U.S. Bank 1993 - Present
University of Portland - Pamplin School of Business 2004 - December 2012
CFP Board of Examiners 2001 - 2004
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investment Management, Private Banking, Financial Advisory, Portfolio Management, Financial Planners, Personal Finance, Investments, Asset Managment, Finance, Leadership, Asset Allocation, Banking, Loans, Asset Management, Commercial Lending, Financial Planning, Investment Advisory, Retirement, Retirement Planning, Mutual Funds, Wealth Management..., Investment Strategies, Risk Management, Certified Financial..., 401k, Wealth
Education
University of Oregon 1985 — 1989
Bachelor of Arts, Political Science
The College of Financial Planning
Certificate in Financial Planning
Wells Fargo Private Bank October 2012 - Present
The Private Client Reserve of U.S. Bank March 2009 - September 2012
Northern Trust Bank May 2000 - February 2008
SunTrust Bank January 1996 - April 2000
State of Florida (Treasurer's Office) August 1994 - January 1996
Merrill Lynch January 1983 - May 1994
Merrill Lynch January 1980 - December 1982
Merrill Lynch December 1977 - December 1979
Skills
Investment Strategies, Alternative Investments, Portfolios, Endowments, Portfolio Management, Asset Allocation, Asset Managment, Business Development, Equities, Economics, Estate Planning, Financial Analysis, Fixed Income, Insurance, Investment Advisory, Investments, Mutual Funds, Management, Investment Management, Private Banking, Strategic Financial..., Securities, Valuation, Financial Services, Wealth Management
Education
CFA Institute 1993 — 1995
Chartered Financial Analyst, Finance
Florida Atlantic University 1973 — 1977
B.B.A., Finance
Nuveen Wealth Management Institute
Trust School and Graduate Trust School
Finance
Kansas City Private Wealth Management September 2014 - Present
BMO Private Bank December 2011 - July 2014
The Private Client Reserve of US Bank December 2010 - December 2011
US Bank Charitable Services Group September 2006 - December 2010
US Bank 2001 - 2005
Skills
Wealth Management, Asset Managment, Investments, Portfolio Management, Private Banking, Equities, Investment Strategies, Alternative Investments, Investment Management, Fixed Income, Strategic Financial..., Banking, Wealth Management..., Financial Analysis, Securities, Risk Management, Mutual Funds, Asset Allocation, Investment Advisory, Finance, Asset Management, Financial Planning
Education
The Robert Gordon University 2005 — 2006
Master of Science Financial Mangement, Finance
Oregon State University 1997 — 2000
Bachelors of Science, Exercise and Sports Science
The Private Client Reserve of U.S. Bank September 2014 - Present
KeyBank February 2006 - September 2014
Fifth Third Bank 2001 - 2006
Skills
Relationship Building, Wealth Management, Financial Services, Portfolio Management, Banking, Credit, Commercial Banking, Investments, Commercial Lending, Relationship Management, Credit Analysis, Finance, Mortgage Lending, Private Banking, Financial Analysis, Small Business Lending
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Accounting
The Private Client Reserve of U.S. Bank June 2012 - Present
Fifth Third Bank November 2007 - January 2010
JP Morgan Private Client Services May 1999 - September 2007
Advantus Capital Management June 1997 - May 1999
Skills
Portfolio Management, Banking, CRM, Mutual Funds, Financial Services, Credit, Wealth Management, Securities, Series 7, Leadership, Equities, Investments, Asset Management, Risk Management, Mortgage Lending, Investment Management, Finance, Wealth, Financial Risk
Education
Concordia University-St. Paul
Bachelor of Arts (B.A.), Marketing
Bloomer's Floral & Design January 2012 - Present
Balance Financial Management February 2012 - November 2013
The Private Client Reserve of US Bank January 2011 - February 2012
American Riviera Bank February 2008 - December 2010
Community West Bank June 2005 - March 2008
Computer Associates (CA) - XECA September 2000 - June 2005
Skills
Financial Reporting, Wealth Management, Office Management, Customer Service, Loans, Accounts Payable, QuickBooks, Management
Education
Santa Barbara City College 1998 — 2000
The Private Client Reserve of U.S. Bank June 2014 - Present
University of Dayton August 2011 - May 2014
Grey Group June 2013 - August 2013
Grey Group May 2012 - August 2012
Skills
Financial Analysis, Accounting, Finance, Financial Accounting, Equities, Financial Modeling, Microsoft Excel, Equity Capital Markets, Leadership
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Fairfield College Preparatory School 2006 — 2010
High School
Alerus Financial September 2013 - Present
The Private Client Reserve of U.S. Bank September 2009 - September 2013
Anchor Wealth Management May 2007 - September 2009
UBS Financial Services March 2006 - May 2007
US Bank NA December 1999 - March 2006
Joseph M. Goldberg & Associates July 1996 - December 1999
Skills
Investments, Investment Management, Insurance, Wealth Management, Portfolio Management, Banking, Asset Management, Loans, Commercial Banking, Strategic Financial..., Private Banking, Wealth Management..., Retirement Planning, Wealth, Commercial Lending, Finance
Education
University of Saint Thomas - School of Business 1997 — 2002
MBA
Hamline University School of Law 1991 — 1994
Juris Doctor, Dean’s List Fall 1992, Fall 1993, Spring 1994
University of Wisconsin-Madison 1983 — 1988
Bachelor of Arts, Communication Arts
The Private Client Reserve of U.S. Bank May 2011 - Present
The Private Client Reserve of U.S. Bank October 2008 - May 2011
U.S. Bank May 2006 - October 2008
Skills
Financial Analysis, Business Relationship..., Spanish-speaking, Outstanding..., Cash Flow Lending, Commercial Real Estate..., C&I Lending, Wealth Management, Portfolio Management, Credit, Consumer Lending, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Banking, Retail Banking, Finance, Loans, Financial Services, Lines Of Credit
Education
University of Colorado at Boulder 2001 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
The Private Client Reserve of U.S. Bank March 2010 - Present
Skills
Commercial Lending, Credit, Commercial Banking, Loans, Wealth Management, Banking, Asset Managment, Investment Strategies, Investments, Estate Planning, Asset Management, Strategic Financial..., High Net Worth..., Private Banking, Portfolio Management, Wealth Management..., Financial Planning
Education
Ball State University - College of Business 1980 — 1984
Bachelor of Science, Accounting
The Private Client Reserve of U.S. Bank January 2013 - Present
Calamos Family Partners December 2010 - April 2012
Relational Technology Solutions June 2008 - May 2010
CA Technologies April 2004 - April 2008
Tellabs January 2001 - January 2003
Comdisco, Inc. March 1993 - March 2001
KEMPER LESNIK ORGANIZATION January 1991 - January 1993
Ernst & Young January 1985 - January 1991
Skills
Strategic Financial..., Financial Reporting, Financial Modeling, Financial Analysis, Mergers, Accounting, Forecasting, Sarbanes-Oxley Act, Finance, Corporate Finance, Risk Management, Cash Flow, Internal Controls, Budgets, Investments, Process Improvement, Business Strategy, Start-ups, Private Equity, Strategic Planning, GAAP, Tax, Banking, Due Diligence, Treasury, Financial Services, Restructuring, Leadership, IPO, SEC filings, Negotiation, US GAAP, Sarbanes-Oxley, Acquisition Integration, Business Process..., Business Development, Auditing
Education
Northwestern University 2011 — 2013
Certified Financial Planner Program
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, Finance
Michigan State University 1981 — 1985
BA, Finance and Accounting
The Private Client Reserve of U.S. Bank July 2012 - Present
Wells Fargo Private Bank June 2007 - July 2012
Citi Private Bank September 2004 - June 2007
Merrill Lynch 2002 - September 2004
Skills
Banking, Investments, Credit, Investment Management, Wealth Management, Private Banking, Hedge Funds, Equities, Portfolio Management, Asset Managment, Private Equity, Series 7, Retirement Planning, Fixed Income, Investment Advisory, Finance, Risk Management, Alternative Investments, Investment Strategies, Loans, Securities, Strategy, High Net Worth..., Asset Management, Asset Allocation, Insurance, Wealth Management...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
EMBA, Leadership, Managing Org. Behavior/Change
Donald T. Regan School of Advanced Financial Management 2003 — 2003
Certified Financial Manager
University of California, San Diego 2000 — 2003
BA, Economics
Wells Fargo Private Bank November 2013 - Present
The Private Client Reserve of U.S. Bank April 2012 - November 2013
Borel Private Bank & Trust Company February 2007 - May 2012
Meadowood Napa Valley February 2005 - November 2005
California State Assembly December 2002 - February 2005
California State Senate May 2000 - December 2002
The Bovee Company 1999 - 2000
Skills
Estate Planning, Asset Allocation, Banking, Estate Administration, Estate Tax Planning, Investments, High Net Worth..., Portfolio Management, Private Banking, Retirement Planning, Trust Services, Trusts, Wealth Management, Investment Advisory
Education
Cannon Financial Institute 2007 — 2010
Personal Trust, Honor Graduate
San Diego State University-California State University 1994 — 1999
BS, Political Science
Dollar Bank, FSB February 2015 - Present
The Private Client Reserve of U.S. Bank May 2007 - February 2015
U.S. Bank N.A. September 2004 - May 2007
Fifth Third Bank July 2002 - September 2004
Skills
Banking, Wealth Management, Credit, Commercial Banking, Small Business Lending, Investments, Consumer Lending, Credit Analysis, Financial Analysis, Financial Modeling, Mutual Funds, Financial Services, Retail Banking, Insurance, Business Development, Loans, Commercial Lending, Finance
Education
Cleveland State University - Cleveland-Marshall College of Law 1989 — 1992
Juris Doctor, Law
University of Pittsburgh 1984 — 1987
BA, Political Science / Economics
The Private Client Reserve of U.S. Bank January 2010 - Present
Commerce Trust Company January 1994 - January 2011
Commerce Trust Company 1994 - 2011
Skills
Investments, Private Banking, Trust Services, Asset Managment, Portfolio Management, Strategic Financial..., Estate Planning, Investment Management, Asset Allocation, Banking, Commercial Banking, Credit Analysis, Credit, Retirement Planning, Investment Advisory, Wealth Management..., Commercial Lending, Financial Services, Investment Strategies, Financial Advisory, Risk Management, Securities, Fixed Income, Alternative Investments, Financial Analysis, Loans, Mutual Funds, Series 7, Asset Management, High Net Worth..., Mortgage Lending, Equities, Relationship Management, Wealth, Retirement, Wealth Management
Education
Kansas City Tomorrow 2011 — 2012
N/A
Missouri Western State University 1986 — 1992
BS, Economics & Marketing
Lafayette High School 1980 — 1984
Diploma
The Private Client Reserve of U.S. Bank April 2007 - Present
consultant September 1992 - April 2007
Education
Florida State University
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
University of Missouri-Saint Louis
Bachelor's degree, Mass Communication/Media Studies
The Private Client Reserve of U.S. Bank June 2015 - Present
WELLS FARGO PRIVATE BANK May 2007 - June 2015
THE COLUMNS RESOURCE GROUP March 2005 - March 2007
U.S. TRUST COMPANY January 2001 - March 2005
Resource Companies January 1995 - January 2001
Resource Companies January 1993 - January 1995
PRUDENTIAL FINANCIAL, INC January 1991 - January 1992
STAFFORD & ASSOCIATES January 1984 - January 1987
Skills
Estate Planning, Financial Planning, Insurance, Wealth Management, High Net Worth..., Strategic Financial..., Investments, Portfolio Management, Finance, Financial Advisory, Wealth, Strategy, Employee Benefits, Financial Planners, Retirement Planning, Business Planning, Asset Allocation
Education
University of Minnesota Law School 1987 — 1990
Juris Doctor, Law
The American College 1985 — 1987
Chartered Life Underwriter, Financial and Estate Planning
St. Olaf College 1979 — 1983
B.A., English
The Private Client Reserve of U.S. Bank September 2015 - Present
Skills
Investments, Wealth Management, Financial Services, Loans, Management, Finance, Financial Advisory, Banking, Consumer Lending, Commercial Lending, Commercial Banking, Mortgage Lending, Retirement Planning, Credit, Portfolio Management, Strategic Financial...
Education
University of Minnesota-Twin Cities 1998 — 2002
BA, Professional Journalism, Advertising, Communication Studies
The American College 2008 — 2010
ChFC(R), CLU(R)
Boston University, Center for Professional Education 2006 — 2008
Financial Planning
The Private Client Reserve of US Bank July 2012 - Present
The Women's Foundation of Greater Kansas City June 2013 - Present
The PrivateBank and Trust Company May 2007 - July 2012
M&I/Gold Bank/George K. Baum Trust Company December 2000 - May 2007
Skills
Sales Management, Wealth Management, Investments, Strategic Financial..., Financial Analysis, Loans, Portfolio Management, Asset Allocation, Banking, Private Banking, Credit, Small Business Lending, Commercial Banking, Strategic Planning, Asset Managment, Relationship Management, Asset Management, Commercial Lending, Credit Analysis, Mortgage Lending, Financial Planning, Insurance Planning
Education
College for Financial Planning 2014 — 2014
AWMA, Accredited Wealth Management Advisor
University of Missouri-Kansas City 2004 — 2006
MBA, Business & Entrepreneurship
University of Missouri - Kansas City 1997 — 2000
Bachelor of Business Administration (BBA)
Missouri State University 1996 — 1997
Missouri Department of Insurance
Life Accident and Health Insurance Producer
Institute of Certified Bankers
Certified Trust and Financial Advisor, Personal Trust
Prominence Capital Partners September 2014 - Present
The Private Client Reserve of U.S. Bank July 2013 - December 2013
C. K. Cooper & Company October 2005 - August 2012
Merrill Lynch April 1998 - August 2005
Skills
Premium Financing, Insurance, Alternative Investments, Series 7, Asset Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Private Equity, Financial Modeling, Series 24, Series 66, Series 31, Investment Banking, Estate Planning, Financial Advisory, Asset Based Lending, Cash Management, Wealth Management, Financial Planning, Finance
Education
California State University-San Bernardino - College of Business and Public Administration 1987 — 1993
Bachelors, Business Management
The Private Client Reserve of U.S. Bank 2013 - April 2015
J.P.Morgan, Private Wealth Management 2007 - 2009
Danaher 2007 - 2007
United Airlines 2006 - 2007
McDonald's Corporation 2006 - 2006
Medtronic 1993 - 2006
Education
Elgin Community College
Broward County State Attorney's Office September 2015 - Present
Broward County State Attorney's Office May 2015 - July 2015
The Private Client Reserve of US Bank June 2014 - July 2014
Kirwan, Spellacy & Danner, P.A. January 2013 - August 2013
Abacoa Property Owners Assembly January 2013 - March 2013
Burns Entertainment & Sports Marketing August 2012 - December 2012
Gainesville High School January 2012 - April 2012
Miami Dolphins & Sun Life Stadium June 2011 - August 2011
Keep Flippin Gymnastics May 2010 - August 2010
DECA Inc. April 2009 - April 2010
Skills
Microsoft Office, Public Speaking, Event Planning, Cpr Certified, Outstanding..., Writing, Westlaw, LexisNexis, Legal Research, Legal Writing, Research
Education
Nova Southeastern University—Shepard Broad Law Center 2013 — 2016
Doctor of Law (J.D.) Candidate, 3.43
University of Florida 2009 — 2012
Bachelor of Science (B.S.), Sport Management, 3.1
Plantronics April 2015 - Present
The Private Client Reserve of US Bank July 2012 - March 2015
Wells Fargo Private Bank November 2008 - July 2012
Wells Fargo July 2005 - November 2008
Skills
Notary Public, Banking, Sales, Private Banking, Wealth Management, Portfolio Management, Retail Banking, Customer Service, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Wealth Management..., Cross Selling, Lotus Notes, Finance, Recruiting, Project Management, Event Planning
Education
University of California, Davis 2001 — 2005
Bachelor, Chinese and minor in Economics
Northern Trust Wealth Management February 2015 - Present
Northern Trust Wealth Management May 2013 - February 2015
The Private Client Reserve of US Bank May 2009 - May 2013
Park National Bank 2008 - 2009
Garrett Realty & Development, Inc. January 2007 - August 2007
Skills
Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Strategic Financial..., PowerPoint, Project Management, Marketing Event Planning, New Business Development, Relationship Management, Mortgage Lending, Retirement, Business Development, Financial Planning, Analysis, Banking
Education
DePauw University 2005 — 2009
BA, English, Economics, Spanish
DePaul University 2014 — 2016
Masters, Wealth Management
The Private Client Reserve of U.S. Bank April 2012 - Present
Wells Fargo Private Bank October 2009 - February 2012
Citi Private Bank October 2002 - June 2009
UBS July 2002 - October 2002
Goldman Sachs October 2000 - February 2002
Wells Fargo Private Bank April 1998 - October 2000
Wells Fargo January 1996 - April 1998
Skills
Series 7, Series 66, Life & Health Agent, Investments, Capital Markets, Derivatives, Hedging, Brokerage, Retirement, Cash Management, Wealth Management..., Alternative Investments, Investment Strategies, Private Banking, Investment Advisory, Finance, Uniform Combined State..., Portfolio Management, Mortgage Lending, Financial Services, Credit, Loans, Insurance, Financial Advisory, Banking, Asset Management, Mutual Funds
Education
IE Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, Santa Cruz 2006 — 2007
Certificate, Personal Financial Planning
Stanford University 1991 — 1996
Bachelor's Degree, AB, Economics
The Private Client Reserve of U.S. Bank May 2011 - Present
CSI Capital Management (acquired Tamalpais Wealth Advisors) February 2010 - May 2011
Tamalpais Wealth Advisors May 2005 - February 2010
Sand Hill Advisors November 2002 - May 2005
Harris Bretall Sullivan & Smith LLC April 1993 - August 2002
Hambrecht & Quist November 1989 - April 1993
Bear Stearns September 1987 - November 1989
Skills
Portfolio Management, Equities, Options, Management, Asset Allocation, Hedge Funds, Investment Management, Alternative Investments, Investments, Wealth Management, Investment Strategies, Investment Advisory, Asset Management, Wealth Management..., Mutual Funds
Education
University of California, Santa Barbara 1984 — 1987
BA, Business / Economics
University of California, Berkeley Extension 2006 — 2008
Graduate Certificate, Personal Financial Planning
The Private Client Reserve of U.S. Bank June 2002 - Present
Skills
Marketing Communications, Marketing Strategy, Social Media Marketing, Social Media, Marketing, Public Relations, Strategic Planning, Business Development, Brand Management, Email Marketing, Advertising, Account Management, Online Advertising, Brand Development, Media Relations, SEM, Market Research, Event Planning, Strategic Partnerships, Sales Management, Integrated Marketing, Strategic Communications, Social Networking, Leadership
Education
Oregon State University 1990 — 1992
MBA
University of Oregon 1986 — 1990
BA, Communications & Marketing
The Private Client Reserve of US Bank December 2013 - Present
The PrivateBank and Trust Company February 2002 - July 2013
Chicago Trust Company 2000 - 2002
Skills
Portfolio Management, Strategic Financial..., Financial Analysis, Asset Management, Asset Allocation, Due Diligence, Cash Management, High Net Worth..., Estate Planning, Investments, Asset Managment, Risk Management, Accounting, Personal Trust..., Wealth Management..., Financial Planning
Education
De Paul University
Juris Doctor (J.D.)
De Paul University
Master's Degree, Taxation
University of Notre Dame
Bachelor's Degree, Accounting
The Private Client Reserve of U.S. Bank December 2013 - Present
The Private Client Reserve of U.S. Bank June 2009 - December 2013
Piper Jaffray March 2005 - May 2009
U.S. Bank 2001 - 2005
Skills
Finance, Financial Modeling, Wealth Management, Financial Analysis, Strategic Financial..., Leadership, Strategy, Risk Management, Banking, Business Development, Forecasting, Management, Business Strategy
Education
St. Cloud State University 1998 — 2000
BA, Economics
University of Wisconsin-Madison 1994 — 1997
YAM Capital December 2012 - Present
The Private Client Reserve of U.S. Bank June 2010 - December 2012
United Companies, Inc. April 2006 - May 2010
Skills
Business Development, Investments, Asset Managment, Alternative Investments, Equities, Real Estate Development, Banking, Commercial Lending, Real Estate Lending, Estate Planning, Insurance, Fixed Income, Wealth Management, Wealth Preservation..., Commercial Real Estate, Spanish-speaking, Due Diligence, Corporate Finance, Private Equity, Financial Structuring, Valuation, Venture Capital, Investment Management, Investment Properties, Acquisitions, Joint Ventures, Securities, Real Estate Transactions, Mortgage Lending, Real Estate Financing, Land Acquisition, Entitlements, Credit, Leases, Disposition, Real Estate Economics, Corporate Real Estate, Commercial Mortgages, Asset Based Lending, High Net Worth..., Loan Origination, Credit Analysis
Education
University of Arizona, Eller College of Management 1995 — 1998
M.B.A., Finance
University of Arizona, James E. Rogers College of Law 1994 — 1998
Juris Doctor, Law
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts (B.A.), Political Science - International Relations
The Private Client Reserve of U.S. Bank 2014 - Present
J.P. Morgan- The Private Bank 2012 - 2014
Wood Creek Capital Management, LLC 2006 - 2012
Auda Alternative Investments 2002 - 2006
Perry Capital 1997 - 2001
Cowen & Company 1995 - 1997
Travelers Inc. (Parent) and Smith Barney (Subsidiary) 1988 - 1995
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Tufts University 1977 — 1981
Bachelor of Arts (B.A.), Economics, Summa Cum Laude
The Private Client Reserve of U.S. Bank February 2008 - Present
U.S. Bank Institutional Trust & Custody February 2005 - January 2008
O´Bannon Creek Golf Club March 1996 - November 2004
Skills
Banking, Financial Analysis, Wealth Management, Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management...
Education
Florida Atlantic University
Executive MBA International Business, Executive MBA Candidate
University of Cincinnati 1999 — 2004
Bachelor of Arts, Business Economics
Bowling Green State University 2002 — 2003
Studied abroad at the Universidad de Alcalá de Henares, Spanish and Iberian Studies
The Private Client Reserve of U.S. Bank April 2011 - Present
PNC Wealth Management September 2005 - July 2011
Northwestern Mutual January 1999 - August 2005
Citigroup August 1986 - December 1998
Skills
Asset Management, Estate Planning, Asset Allocation, Risk Management, Investments, Financial Planning, Retirement, Accounting, Finance, Tax, Wealth Management, Business Planning, Mutual Funds, Portfolio Management, Analysis, Insurance, Leadership Development
Education
New York University School of Law 1981 — 1984
LLM, Tax
Columbia Law School 1977 — 1980
JD, Law
The University of Chicago 1974 — 1976
BA, Economics
The Private Client Reserve of U.S. Bank May 2006 - Present
U.S. Bank July 1998 - May 2006
U.S. Bank August 1996 - July 1998
Skills
High Net Worth..., Mortgage Banking, Private Banking, Professional Service..., Commercial Lending, Deposits, Financial Structuring, Lines Of Credit, Financial Institutions, Residential Mortgages, Commercial Mortgages, Financial Risk, Credit Cards, Asset Based Lending, Refinance, Home Equity Lines of..., Credit Analysis, Banking, Loans, Wealth Management, Construction Loans, Credit
Education
Pacific Coast Banking School 2011 — 2013
Cardinal Stritch University 2003 — 2006
MBA
University of Wisconsin-Milwaukee 1990 — 1993
Bachelor's degree, Economics
U.S. Bank April 2015 - Present
The Private Client Reserve of US Bank May 2014 - April 2015
BrokerTec/ICAP July 2001 - May 2014
Skills
Sales, Fixed Income, Banking, Capital Markets, Bloomberg, Credit, Electronic Trading, Finance, Equities, Financial Markets, Investments, Risk Management, Series 7, Wealth Management
Education
Muhlenberg College 1997 — 2001
BA, Business Administration/Political Science
Muhlenberg College
Fireservice August 2015 - Present
The Private Client Reserve of U.S. Bank December 2012 - August 2015
Lexington Asset Management December 2010 - October 2012
Morgan Stanley July 2009 - December 2010
SunTrust Bank 2008 - 2009
Skills
Wealth Management, Operations Management, Operating Budgets, Financial Reporting, Auditing, Fund Administration, Compliance, Hedge Funds, Fund Of Funds, Asset Managment, Alternative Investments, Asset Allocation, Investments, Invoicing, Third Party Reporting, Third Party Vendor..., Trading, Financial Markets, Investment Management, Asset Management, Banking, Investment Advisory, Financial Advisory, Commodity, Investment Strategies, Bonds, Wealth Management..., Finance, Strategic Financial..., Financial Planning
Education
Florida Gulf Coast University 2009 — 2010
BS, Finance
The Private Client Reserve of U.S. Bank July 2014 - Present
The Private Client Reserve of U.S. Bank July 2014 - Present
Education
CFP Board 2012 — 2013
CERTIFIED FINIANCIAL PLANNER (R)), Financial Planning and Services
University of Illinois at Urbana-Champaign 1974 — 1978
Bachelor of Applied Science (BASc)
DePaul University 2010 — 2012
Professional Continuing Education Program, Financial Planning and Services
Cannon Trust School 1998 — 2000